Filed October 2, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $601,198 | $102,317+487.6% | $146,958+309.1% | $80,856+643.5% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 16.21% | 134.76%-118.6pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $12,325 | $3,713+231.9% | $4,933+149.8% | $2,755+347.4% |
| Participant deferral / active EE | $11,851 | $6,644+78.4% | $8,070+46.9% | $4,296+175.9% |
| Admin fee / account holder | $45,025 | $7,941+467.0% | $12,998+246.4% | $6,918+550.8% |